I genuinely believe that the value of life comes from service toothers. I have dedicated more hours to this philosophy than ourbusiness manager would care to imagine. I have been rewarded kindly inthe friends that I have made, the lessons that I have learned and theimpact that I have made on the community. I never stop hunting for the next project.
My service to the community hasbeen very broad in scope. I have served as a member of the Oconomowocschool board, the Oconomowoc Hospital Foundation, and as a trustee ofSt. Jerome’s Catholic Church. I created a foundation for theOconomowoc Rotary. I set up a non-profit corporation which providesmedical services in Haiti. I have coached soccer for the OconomowocSoccer Association and Lake Country United. Currently, I am Presidentof the Village of Lac La Belle. I am a legal advisor to St. Jerome’sCatholic Church and Holy Hill, and run a free legal clinic.
Itis my passion and dedication that have powered my law career. Asfounder and president of the firm, I have created and nurtured anorganization that is dedicated to the service of our clients. Irequire respect and dignity for everyone. I insist that everyattorney and assistant obtain the training and continuing educationnecessary for the highest level of assistance to our clients. Ipractice what I preach. I travel annually to seminars all overthe country. I arrange for twice-monthly teleconferences for ourattorneys and the financial planners/CPAs who are our strategicpartners. I emphasize active listening so that our team understandsthe range and depth of our clients’ needs. I provide clienteducation so that they are empowered to meet the unique and unexpectedchallenges of life. My aim is to provide my clients with peace ofmind. In the end, I want our clients to be satisfied with theirchoice of our firm as their personal, family attorneys.
I concentrate my practice in the areas of estate planning, probate andtrust administration, but I am experienced in a wide-range of legalareas having represented financial institutions, medical facilities,real estate developers, condominium associations, real estate brokers,and business entities. I have a wide range of litigation experienceincluding appellate work before the Wisconsin Supreme Court. Beyondthat, I am a real estate broker and have a Masters of Tax degree inaccounting. It is this range of knowledge and experience that hasallowed me to offer our clients superior legal service. I lookforward to helping you.
5
Practice Areas
52 years
41 years
52 years
52 years
Sometimes
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Chat withState: Wisconsin
Acquired: 1973
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1300 Summit Avenue, Suite 202, Oconomowoc, WI, 53066-3057
Showing 1 - 2 of 2 client reviews from Avvo
Posted by Ambrose | May 28, 2024 | Hired Attorney
Went to this place to get a trust for my properties and he asked me about all my other things I owned and I told him it wasn't worth anything. Long story short I was in his office maybe 3 hours top and it cost $4000 dollars. Didn't get anything out of it ,stay away from this organization unless y...
Posted by Eric | January 27, 2010
I have had experience with Bill both as a colleague and as a client. He took time out of his busy day to address an urgent estate planning issue of mine providing my family and I with peace of mind during a recent hospitalization. I am impressed by his thorough approach. He is highly qualified in hi...
"Attorney Swendson has a reputation for excellence throughout S.E. Wisconsin. I highly recommend this lawyer for anyone needing legal services in his areas of practice."
"Bill Swendson is my mentor. He has worked with me since 2004. I can attest first-hand to his brilliance as an estate planning attorney and the broad respect he commands among fellow attorneys, accountants, financial planners and, most importantly, his clients."
"Bill Swendson is recognized by attorneys, accountants and financial planners as one of the best estate planning attorneys in the Midwest. Whether dealing with complex estates involving tax planning and asset protection or something simpler, Bill is renowned in his analytical ability and his ability to clearly explain the issues, the planning opportunities, the risks and rewards."
"I endorse this lawyer's work. I have had experience with Bill both as a colleague and as a client. He took time out of his busy day to address an urgent estate planning issue of mine providing my family and I with peace of mind during a recent hospitalization. I am impressed by his thorough approach. He is highly qualified in his chosen field of practice and I do not hesitate to refer clients to him."
Probate lawyer
Criminal defense lawyer
Divorce and separation lawyer
2010
Nominated Top 10 Small Businesses of the Year, Waukesha County Chamber of Commerce
2010
FIVE STAR Wealth Manager - Estate Planning, Milwaukee Magazine
2009
AV Rated - superior national rating, Martindale-Hubbell
2008
AV Rated - superior national rating, Martindale-Hubbell
2007
AV Rated - superior national rating, Martindale-Hubbell
2006
AV Rated - superior national rating, Martindale-Hubbell
2005
AV Rated - superior national rating, Martindale-Hubbell
1971
Fellow, National Science Foundation
1969
Fellow, Newberry Library
1983 - Present
President, Swendson/Menting Law Ltd.
1974 - 1982
Partner, Johnson, Brendemuehl, Swendson & Georgeson
1973 - 1974
Associate, Arthur, Tomlinson, Gillman & Tracers, S.C.
2010 - Present
Herbert J. Mueller Society, Greater Milwaukee FoundationMember
2009 - Present
Village of Lac La BellePresident
2008 - Present
WealthCounsel AdvisorsMember
2006 - Present
WealthCounselMember
1996 - Present
National Academy of Elder Law AttorneysMember
1986 - Present
Estate Planning and Probate Section of the Waukesha County Bar AssociationCo-founder and board member
1974 - Present
Waukesha County Bar AssociationFormer Director
1973 - Present
American Bar AssociationMember
1973 - Present
State Bar of WisconsinMember
2003 - 2009
Office of Lawyer RegulationDistrict 2 Investigative Committee
Judgment affirmed
Judgment affirmed
Judgment in favor of client.
Judgment affirmed
1989
MA - Masters
1973
JD - Juris Doctor
1970
BA - Bachelor of Arts
2007
basic estate planning
2004
basic estate planning
2001
estate tax
2001
advanced estate planning
2000
basic estate planning
1999
qualified retirement plans
1999
end of life planning & powers of attorney
1999
basic estate planning
1999
basic estate planning
1998
Roth IRA
1998
IRA
1998
IRA
1995
basic estate planning
1992
real estate
1991
Trusts
1990
Trusts
1987
terminally ill & disabled planning
1986
marital property
1984
structured settlements
1989
1985
English
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